1. Information We Collect

We collect both personal and non-personal information about you depending on your interaction with our Website and services.

A. Information You Provide Voluntarily

When you use our Website or services, we may collect the following personal information:

• Full Name

• Email Address

• Phone Number

• Mailing/Billing Address

• Company Name and Position

• Tax-related data provided in forms or uploads

• Other contact details or identifiers

B. Information Collected Automatically

We use cookies and other tracking technologies to automatically collect certain information about your device and usage, including:

• IP Address

• Browser Type

• Operating System

• Pages Visited

• Time Spent on Site

• Referring URLs

• Geographic location (approximate)

Please refer to our Cookie Policy for more information.

C. Information from Third Parties

We may collect information from third-party sources, such as:

• Analytics providers (e.g., Google Analytics)

• Advertising partners (e.g., Facebook, LinkedIn)

• Publicly available databases

2. How We Use Your Information

We use your information for the following purposes:

• To provide tax and financial consulting services

• To respond to your inquiries and requests

• To send you important notices or updates

• To analyze usage trends and improve the Website

• To send newsletters or marketing emails (with consent)

• To comply with legal and regulatory obligations

• To protect the security and integrity of our systems

• To prevent fraud or misuse of our Website or services

3. Legal Bases for Processing (U.S. Context)

While U.S. privacy laws do not universally require legal bases like the GDPR, we process your information based on:

• Your consent

• The need to perform a contract (e.g., tax consultation agreements)

• Legal obligations (e.g., IRS compliance)

• Legitimate interests (e.g., business operations, security)

4. Disclosure of Information

We do not sell your personal information. We may share it with third parties only in the following contexts:

A. Service Providers

We share your data with trusted service providers that assist in business operations (e.g., CRM systems, email platforms, payment processors).

B. Legal Compliance

We may disclose personal information where required by law or in response to lawful requests by public authorities (e.g., court orders, subpoenas).

C. Business Transfers

In the event of a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction.

D. With Your Consent

We may disclose your information for other purposes only if you have provided specific consent.

5. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including for legal, regulatory, accounting, or reporting requirements.

When no longer needed, your information is securely deleted or anonymized.

6. Data Security

We implement appropriate technical and organizational safeguards to protect your personal information, including:

• SSL encryption

• Secure hosting and databases

• Access control and monitoring

• Staff confidentiality agreements

• Regular vulnerability scanning

However, no data transmission over the internet is 100% secure. You provide information at your own risk.

7. Your Rights and Choices

Depending on your jurisdiction (e.g., California), you may have the following rights:

A. Right to Know

You can request details about what personal data we collect, use, and share.

B. Right to Access

You may request a copy of your personal data in a portable format.

C. Right to Deletion

You may request deletion of your personal data, subject to legal exceptions.

D. Right to Opt-Out of Sales (CCPA)

We do not sell your data, but if we ever do, you may opt out.

E. Right to Non-Discrimination

We will not discriminate against you for exercising any privacy rights.

To exercise any of these rights, contact us at [Insert Contact Email] or through our Contact Form.

8. Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to read their privacy policies before submitting any personal information.

9. Children’s Privacy

We do not knowingly collect or solicit personal data from anyone under the age of 13. If you believe a child has provided us with personal information, please contact us immediately so we can remove it.

10. Your California Privacy Rights (CCPA)

If you are a California resident, the California Consumer Privacy Act (CCPA) grants you specific rights regarding your personal information, including the rights described in Section 7.

Notice for California Residents:

• We do not sell your personal information.

• We may disclose information for “business purposes” to service providers (e.g., analytics, advertising).

• You may submit a data access or deletion request via: [Insert Email or Webform]

11. Financial Privacy Notice (GLBA)

If you engage with us for financial services, we comply with the Gramm-Leach-Bliley Act (GLBA), which governs the use and sharing of nonpublic personal financial information.

We do not disclose your nonpublic personal financial information except as permitted by law (e.g., tax filing, auditing, compliance).

You will be provided with a separate GLBA Notice if required when you become a client.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this policy periodically.